+1,108.4%
SPXL vs OVV
+48.9%
+1,059.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | 0.0% | +7.0% | +7.0% |
| 7D | -0.9% | -10.7% | +9.9% | +3.6% |
| 30D | -11.4% | -5.3% | -6.1% | -9.9% |
| 3M | -10.8% | +2.4% | -13.2% | -12.7% |
| 6M | -0.3% | +5.7% | -5.9% | -4.7% |
| YTD | +20.3% | +56.8% | -36.4% | -4.4% |
| 1Y | +24.7% | +59.3% | -34.5% | -1.9% |
| 3Y | +238.6% | +49.0% | +189.6% | +170.3% |
| 5Y | +100.0% | +88.1% | +11.8% | +39.6% |
| 10Y | +1,108.4% | +42.5% | +1,065.9% | +471.8% |
| All | +1,108.4% | +48.9% | +1,059.6% | +471.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling